calculations

2022 – Week 29: What is the Time-Weighted Return?

Introduction Working with financial data is hard. There are some calculations that make for long evenings to get right. One of those calculations is Time-Weighted Return. This challenge is simple: calculate the Time-Weighted Return Rate for a simple data source and return a line chart. Click to open in Tableau Public Requirements Dashboard Size: 400px …

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#WOW2022 | Week 25 | Double drill-down with Set Actions

Introduction My second favourite challenge in Tableau, after Table Calculations, is anything with Set Actions. Some of you may have already used these in previous challenges this year, but this week I am dedicating it to this wonderful (and sometimes tricky) Tableau functionality. Warning: this is not a beginner-friendly challenge! The problem I wanted to …

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WOW2021 – Week 52: Can you build a table with one measure?

Introduction For the last week of 2021 we’ve got a straightforward challenge: create a table with one measure. For fans of the (The Great British) Bake Off note the simple instructions for this technical. Click to open in Tableau Public Requirements Dashboard Size: 1000px by 600 px Match the values in the table using Sales, …

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2021 Week 13 | Tableau: What percentage of sub-orders are profitable?

Introduction The goal is a modified mekko chart. My guess is you will need LODs to solve but it is 100% possible with table calculations. Click to open in Tableau Public Requirements Dashboard Size: 800px by 400 px Set the bar height to be percent profitable. The level of analysis should be at the sub-category …

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2020 Week 16: Can you show the adjusted target & missing pipeline?

Introduction This week I was challenged with building a chart which shows an Adjusted target and the missing pipeline if targets were not met. So I challenge you, can you adjust the targets and show missing pipeline from the adjusted target. Click to open in Tableau Public Requirements Dashboard Size: 800 x 600 px # …

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